JFS Wealth Advisors’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$197 | – | 2022 |
|
|
2023
Q4 | $197 | Buy |
+3
| New | +$197 | ﹤0.01% | 1906 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$323 | – | 1992 |
|
|
2023
Q2 | $323 | Buy |
+4
| New | +$323 | ﹤0.01% | 1819 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$315 | – | 1981 |
|
|
2022
Q4 | $315 | Buy |
4
+2
| +100% | +$158 | ﹤0.01% | 1798 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1854 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 1864 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1911 |
|